Add line items using a line-item entry form

 

You can add either a detail or a summary line item.

To add a line item

1 On the BP form, click the Add button.
If the business process does not use summary line items, Primavera Unifier opens the Line Item window.
If the business process uses summary line items, choose Detail Line Item or Summary Line Item, as appropriate. Primavera Unifier opens the Line Item window.
2 Fill in the line item fields, then click OK.

For information about adding documents to document type BPs with line items, see Attach files to document-type business process forms.

 

 

 

 


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